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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
951
WP Advisors
California
$825K -$11K -128 -1%
UBV
952
United Bank (Virginia)
Virginia
$820K – – –
CFG
953
Cooper Financial Group
California
$817K +$855K +9,970 New
FMWA
954
Forvis Mazars Wealth Advisors
Missouri
$816K +$84.6K +986 +11%
PGWM
955
Parisi Gray Wealth Management
New Jersey
$815K -$8.4K -98 -1%
MG
956
Marex Group
$815K +$853K +9,942 New
TFA
957
Teamwork Financial Advisors
Texas
$815K +$148K +1,722 +21%
SFG
958
SNS Financial Group
Minnesota
$812K -$17.2K -200 -2%
PRWA
959
Platte River Wealth Advisors
Colorado
$809K +$57.8K +674 +7%
CHJWM
960
Carlton Hofferkamp & Jenks Wealth Management
Texas
$800K – – –
BIM
961
Baldwin Investment Management
Pennsylvania
$798K +$17.2K +200 +2%
IWN
962
Independent Wealth Network
Iowa
$793K +$45.1K +526 +6%
MAM
963
MWA Asset Management
Massachusetts
$788K +$825K +9,616 New
CWP
964
Cyndeo Wealth Partners
Florida
$788K +$16.1K +188 +2%
BW
965
BIP Wealth
Georgia
$788K -$136K -1,590 -14%
NF
966
Norwood Financial
Pennsylvania
$786K – – –
FCM
967
Family Capital Management
Michigan
$783K +$515 +6 +0.1%
CAMG
968
CWA Asset Management Group
Florida
$774K +$503K +5,870 +164%
CWM
969
Chemistry Wealth Management
New York
$774K -$9.78K -114 -1%
LL
970
LWMG LLC
Minnesota
$773K – – –
TA
971
Tactive Advisors
Florida
$773K +$397K +4,626 +96%
MUAMU
972
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$770K -$5.45M -63,600 -87%
SW
973
SMART Wealth
Nebraska
$760K +$340K +3,966 +75%
AFAS
974
Acorn Financial Advisory Services
Virginia
$755K +$95.9K +1,118 +14%
FTA
975
Financial & Tax Architects
Missouri
$755K -$104K -1,214 -12%
37 38
39
40 41